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We specialize in working with people who:

  • Are a retiree or pre-retiree who enjoys open, honest and genuine personal relationships.
  • Can handle the truth regarding their current financial situation and asset structure.
  • Are committed to implementing a written financial strategy in order to pursue important goals in life.
  • Wants the freedom and simplicity of having their financial assets under the watchful eye of a trusted Financial Advisor.
  • Is a true financial delegator who seeks, respects and follows our professional advise.
  • Takes action based on diciplined financial planning objectives instead of reacting to changing  world events and outside opinions.
  • Is comfortable with our non-commission asset fee structure based on investment assets in excess of $1,000,000 under management.

Our Flat Fee Structure is .075% on account assets under management greater then $1,000,000. Under our fee structure we do well when our clients do well.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck